She offers this template to think through the process. 4. What likely challenges ... Before you can build a succession plan, identify the skills and talents your successor must have, Kelly says.

Cultivating Strong Indiana Farm Families through the Succession Planning Process by Providing Educational Opportunities and Current Resources The Purdue Succession Planning Team, comprised of ...

Many philanthropic leaders hesitate, fearing a complex and time-consuming process. But with a clear and straightforward approach, creating an effective succession plan is well within reach.

For seasoned wealth advisers, contemplating retirement often brings a mix of anticipation and apprehension. After years of ...

Be mindful that this isn’t a one-and-done process. The plan will evolve over time and should be modified to reflect major ...